Compliance, Math, Nonprofit and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. Matthew: Yeah.

Planning

Planning Communication Profit and Loss Education

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. And it got to the point where there was the potential to do this nonprofit, like charitable bet. It’s part of their own tax planning. And at the time, I was managing Protege Partners as a hedge fund of funds. RITHOLTZ: You were crushing it.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

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